Our Founder

Long Tax and Financial Group has been working with friends and neighbors throughout the greater Raleigh area to help them work toward their financial goals through the use of insurance and investment products and tax efficient strategies.

Meet Jeff Long

President and Founder

As the president and founder of Long Tax and Financial Group, Inc., Jeff Long is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.

With over 26 years of experience in the financial services industry, Jeff has helped hundreds of people in the Raleigh area develop retirement income strategies, preserve wealth and reduce taxes. With a firm belief in developing a relationship with each client that is built on trust, character and the highest standards of integrity, he established Long Tax and Financial Group, Inc., in 2005.

Jeff is an Investment Adviser Representative who has passed the Series 65 exam, and holds his life and health insurance license in the state of North Carolina. He is committed to helping clients establish sophisticated, yet easy to understand, solutions for growing and preserving wealth while minimizing tax exposure. By gaining a complete and thorough understanding of individual needs, goals and retirement aspirations, he guides clients toward making informed decisions and avoiding costly mistakes.

Jeff possesses a strong and diverse financial background which includes income planning through the use of investment and insurance products and working with a strategic partner for tax planning. Long Tax and Financial Group has an A+ Better Business Bureau rating and is a member of the Wake Forest Chamber of Commerce.

Jeff is a native of Richmond, Virginia, and moved to the Raleigh/Wake Forest area in 1989. He and his wife, Ann, have been married for 30 years, and together they have a son and a daughter.

Whether you are approaching retirement or are already retired, Jeff is here to help you work toward the retirement you have always wanted.

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at jeff@longtaxandfinancial.com or call us at 919-554-9484 today!

Have Questions for Jeff?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

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Privacy Policy | Terms of Use

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered through AE Wealth Management LLC, an SEC Registered Investment Adviser.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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